No description
lorentz
20f7ec1188
1. Tasks disappearing (Mimi bug) - open tasks now always visible regardless of renewal group date; only terminal tasks filter by group age 2. Star date change recalculates task due dates - PATCH policy-group now updates dueDate on all open template tasks when renewalDate changes 3. Auto task generation on setup complete - wizard calls generate-tasks for each saved group immediately after Save & Complete 4. Manual sync date range - defaults are now dynamic (prev year to +2y) instead of hardcoded 2026-01-01 / 2026-12-31 5. Setup queue filters out clients with no active policies; shows skipped count so managers know what was excluded 6. Audit logging gap fixed - notes route now emits TASK_STATUS_CHANGED with old+new status when note submission also changes status 7. Renewal day-count warnings now shown on individual policy cards in client detail (<=30d destructive, <=90d secondary badge) 8. Client notes now show save timestamp after editing |
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| .claude | ||
| dev | ||
| ondeck | ||
| tasks | ||
| .gitignore | ||